Advanced Micro Devices Inc (AMD)

[chipdesigner]

higher end X2s are thinner than NGA will be at launch, so the pressure will be there.

And indeed, as mas posted below:

"On 24th July, Athlon 64 X2 would drop 35% to 50% to against Conroe"

Voila!

Q3 guidance will be crappy, and if news of this gets out, this might make Q2 even worse that it is already tracking, as X2 buyers wait for July.